Latest Institutional Transactions on Unitedhealth Group Inc (UNH)
This table provides information on the latest institutional transactions involving Unitedhealth Group Inc (UNH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-100- 2.11% |
$27.4K - $59.9K
|
4.64K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-204- 1.23% |
$56K - $122K
|
16.4K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-312- 3.07% |
$85.6K - $187K
|
9.85K
$2.58M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-62- 8.64% |
$17K - $37.2K
|
656
$172K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-3.01K- 2.27% |
$826K - $1.8M
|
129K
$33.9M
|
|
|
Jul 16, 2025
Q2 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-330- 23.01% |
$90.5K - $198K
|
1.1K
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
12.3K+ 32.95% |
$3.36M - $7.35M
|
49.5K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2+ 0.91% |
$549 - $1.2K
|
221
$57.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.01K+ 51.33% |
$276K - $602K
|
2.96K
$775K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
1.02KNew |
$279K - $610K
|
1.02K
$266K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.89K- 13.75% |
$792K - $1.73M
|
18.1K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
15+ 1.28% |
$4.12K - $8.99K
|
1.19K
$310K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-17.1K- 40.1% |
$4.7M - $10.3M
|
25.6K
$6.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-168- 20.27% |
$46.1K - $101K
|
661
$173K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13+ 0.95% |
$3.57K - $7.79K
|
1.39K
$362K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-638- 82.75% |
$175K - $382K
|
133
$34.8K
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.45K+ 12.36% |
$396K - $866K
|
13.1K
$3.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-32.4K- 66.11% |
$8.89M - $19.4M
|
16.6K
$4.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.14% |
$1.37K - $3K
|
3.52K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-20- 0.39% |
$5.49K - $12K
|
5.16K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4+ 0.11% |
$1.1K - $2.4K
|
3.6K
$941K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-969- 19.72% |
$266K - $581K
|
3.95K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.66% |
$2.47K - $5.4K
|
1.37K
$359K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
SELL
|
- |
-228- 23.31% |
$62.6K - $137K
|
750
$196K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
76+ 6.0% |
$20.9K - $45.6K
|
1.34K
$351K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 6.35% |
$1.1K - $2.4K
|
67
$17.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Rba Wealth Management, LLC
|
SELL
|
- |
-664- 16.74% |
$182K - $398K
|
3.3K
$864K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
260+ 12.18% |
$71.3K - $156K
|
2.4K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
145+ 13.39% |
$39.8K - $86.9K
|
1.23K
$321K
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-87- 5.66% |
$23.9K - $52.2K
|
1.45K
$379K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-88- 8.45% |
$24.1K - $52.8K
|
954
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
120+ 1.08% |
$32.9K - $71.9K
|
11.3K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.16K+ 197.26% |
$591K - $1.29M
|
3.25K
$850K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 29.11% |
$626K - $1.37M
|
10.1K
$2.65M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
23+ 1.02% |
$6.31K - $13.8K
|
2.27K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
23.2K+ 297.81% |
$6.37M - $13.9M
|
31K
$8.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-35- 4.34% |
$9.6K - $21K
|
771
$202K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
5+ 0.67% |
$1.37K - $3K
|
754
$197K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.08K+ 419.32% |
$572K - $1.25M
|
2.58K
$675K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
4.1K+ 52.08% |
$1.12M - $2.46M
|
12K
$3.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-1.4K- 35.4% |
$384K - $839K
|
2.56K
$668K
|
|
|
Jul 15, 2025
Q2 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-12.6K- 67.18% |
$3.44M - $7.52M
|
6.13K
$1.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
211+ 25.95% |
$57.9K - $126K
|
1.02K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-35.6K- 95.61% |
$9.77M - $21.4M
|
1.64K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-91- 3.79% |
$25K - $54.6K
|
2.31K
$605K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-36- 6.58% |
$9.88K - $21.6K
|
511
$134K
|
|
|
Jul 15, 2025
Q2 2025
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-28.8K- 85.2% |
$7.9M - $17.3M
|
5K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-22.9K- 73.09% |
$6.27M - $13.7M
|
8.42K
$2.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
97+ 1.96% |
$26.6K - $58.1K
|
5.04K
$1.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-63K- 13.47% |
$17.3M - $37.8M
|
405K
$106M
|